Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Owen is a financial professional based in Ridgeland, Mississippi. Julian has been working in the financial services industry since 2009 and is currently registered with Nylife Securities LLC. Julian has previously worked with MWA Financial Services Inc., H&R Block Financial Advisors, Inc., and Morgan Stanley DW Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MS
09/17/2019 - Present
Nylife Securities LLC (RIDGELAND MS)
MS
06/06/2017 - 07/22/2019
MWA FINANCIAL SERVICES INC. (Jackson MS)
MS
11/21/2002 - 08/01/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (JACKSON MS)
NY
02/20/1998 - 11/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/13/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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